Paraplanner

Job Title: Paraplanner

Location: West London

Salary: £35k-£40k

We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors.

Paraplanner Duties;

• Provide an effective and efficient support service to the department and dedicated financial planners.


• Technical work such as cash flow modelling, and pension analysis


• Serving as the client's point of contact and overseeing workflows to ensure the services are supplied promptly


• Preparing client valuations and review packs


• Using back office technology to guarantee complete and accurate client records

Experience required for an Paraplanner to come on board;

• At least 6 months experience as a paraplanner in an IFA/wealth management firm (this is not a trainee role)


• Ideally be level 4 diploma qualified or working towards it


• Confidence when liaising with clients and producing documentation


• Strong communication and IT skills

Benefits of becoming an Paraplanner;

• £35-40k starting salary


• Hybrid working after training period


• Potential to progress into a Financial Advisor in future

If you are a Paraplanner and are interested then please apply.